Umh Properties, Inc.
UMH- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0000752642
In the last 90 days, Umh Properties, Inc. insiders filed 8 open-market purchases and 0 sales; 259 institutions reported holding it in 13F filings for Q2 2026, worth $977.9M in total; no superinvestor holds it.
Other share classesUMH.PD
13F holders, Q4 2023
Institutional positions in Umh Properties, Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 201
- +13 vs. Q3 2023
- Shares held
- 51.3M
- +2.56M (+5.2%) vs. Q3 2023
- Total value
- $785.7M
- +$102.5M (+15.0%) vs. Q3 2023
- New holders
- 30
- 93 more added
- Sold out
- 17
- 49 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UMH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 259 | $977.9M |
| Q1 2026 | 269 | $968.2M |
| Q4 2025 | 255 | $1.11B |
| Q3 2025 | 265 | $993.1M |
| Q2 2025 | 236 | $1.16B |
| Q1 2025 | 240 | $1.24B |
| Q4 2024 | 232 | $1.24B |
| Q3 2024 | 223 | $1.18B |
| Q2 2024 | 198 | $867.3M |
| Q1 2024 | 197 | $846.4M |
| Q4 2023 | 201 | $785.7M |
| Q3 2023 | 189 | $683.4M |
| Q2 2023 | 179 | $745.9M |
| Q1 2023 | 186 | $639.3M |
| Q4 2022 | 174 | $672.8M |
| Q3 2022 | 178 | $641.7M |
| Q2 2022 | 182 | $689.8M |
| Q1 2022 | 193 | $890.7M |
| Q4 2021 | 178 | $944.2M |
| Q3 2021 | 166 | $722.3M |
| Q2 2021 | 160 | $681.5M |
| Q1 2021 | 142 | $516.3M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Umh Properties, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,541,226 | $100.2M | 0.00% | +629,427+10.6% | Added |
| BlackRock Inc. | 4,922,580 | $75.4M | 0.00% | +509,265+11.5% | Added |
| T. Rowe Price Investment Management, Inc. | 3,712,602 | $56.9M | 0.04% | +928,694+33.4% | Added |
| American Century Companies Inc | 2,852,688 | $43.7M | 0.03% | +320,494+12.7% | Added |
| FMR LLC | 2,728,816 | $41.8M | 0.00% | +1,679+0.1% | Added |
| Copeland Capital Management, LLC | 2,335,429 | $35.8M | 0.72% | −79,776−3.3% | Reduced |
| William Blair Investment Management, LLC | 2,007,854 | $30.8M | 0.09% | −43,720−2.1% | Reduced |
| State Street Corp | 1,901,625 | $29.1M | 0.00% | +145,614+8.3% | Added |
| Geode Capital Management, LLC | 1,477,710 | $22.6M | 0.00% | +144,720+10.9% | Added |
| Private Management Group Inc | 1,316,789 | $20.2M | 0.77% | +280,436+27.1% | Added |
| Jennison Associates LLC | 1,300,603 | $19.9M | 0.01% | −97,168−7.0% | Reduced |
| Bank of America Corp | 1,175,552 | $18.0M | 0.00% | −11,225−0.9% | Reduced |
| Dimensional Fund Advisors LP | 886,603 | $13.6M | 0.00% | +44,196+5.2% | Added |
| Nuveen Asset Management, LLC | 832,120 | $12.7M | 0.00% | +22,147+2.7% | Added |
| Charles Schwab Investment Management Inc | 800,569 | $12.3M | 0.00% | +57,721+7.8% | Added |
| Northern Trust Corp | 799,367 | $12.2M | 0.00% | +33,810+4.4% | Added |
| Raymond James & Associates | 664,868 | $10.2M | 0.01% | +61,239+10.1% | Added |
| D.A. Davidson & Co. | 659,062 | $10.1M | 0.10% | +1,386+0.2% | Added |
| Balyasny Asset Management LLC | 615,511 | $9.43M | 0.03% | +82,757+15.5% | Added |
| Heartland Advisors Inc | 598,400 | $9.17M | 0.48% | +5,650+1.0% | Added |
| State of New Jersey Common Pension Fund D | 571,357 | $8.75M | 0.03% | +10,351+1.8% | Added |
| Morgan Stanley | 535,674 | $8.21M | 0.00% | +81,946+18.1% | Added |
| JPMorgan Chase & Co | 510,889 | $7.83M | 0.00% | −196,102−27.7% | Reduced |
| SEI Investments Co | 370,018 | $5.67M | 0.01% | +25,895+7.5% | Added |
| Bank of New York Mellon Corp | 363,799 | $5.57M | 0.00% | +20,252+5.9% | Added |
| State of Wisconsin Investment Board | 359,746 | $5.51M | 0.02% | +147,980+69.9% | Added |
| Envestnet Asset Management Inc | 355,124 | $5.44M | 0.00% | −19,681−5.3% | Reduced |
| Storebrand Asset Management AS | 347,503 | $5.32M | 0.02% | +285,893+464.0% | Added |
| Ameriprise Financial Inc | 341,485 | $5.23M | 0.00% | +810.0% | Added |
| Robotti Robert | 301,092 | $4.61M | 0.66% | −2,828−0.9% | Reduced |
| Wells Fargo & Company | 297,799 | $4.56M | 0.00% | +1,967+0.7% | Added |
| Montag A & Associates Inc | 279,415 | $4.28M | 0.24% | −2,500−0.9% | Reduced |
| Renaissance Technologies LLC | 273,300 | $4.19M | 0.01% | +55,600+25.5% | Added |
| Scout Investments, Inc. | 266,256 | $4.08M | 0.10% | −4,178−1.5% | Reduced |
| Goldman Sachs Group Inc | 265,950 | $4.07M | 0.00% | +123,360+86.5% | Added |
| Neuberger Berman Group LLC | 252,915 | $3.87M | 0.00% | −27,737−9.9% | Reduced |
| LDR Capital Management LLC | 251,039 | $3.85M | 2.15% | 00.0% | Unchanged |
| Pacific Heights Asset Management LLC | 250,000 | $3.83M | 0.33% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 246,881 | $3.78M | 0.10% | −22,277−8.3% | Reduced |
| Invesco Ltd. | 246,181 | $3.77M | 0.00% | −379,283−60.6% | Reduced |
| Knights of Columbus Asset Advisors LLC | 244,569 | $3.75M | 0.24% | +124,019+102.9% | Added |
| Russell Investments Group, Ltd. | 228,307 | $3.50M | 0.01% | +14,510+6.8% | Added |
| Royal Bank of Canada | 221,570 | $3.39M | 0.00% | −50,275−18.5% | Reduced |
| Penn Capital Management Co Inc | 194,646 | $2.98M | 0.27% | +11,643+6.4% | Added |
| Kennedy Capital Management, Inc. | 192,070 | $2.94M | 0.06% | −3,274−1.7% | Reduced |
| Cerity Partners LLC | 191,234 | $2.93M | 0.01% | +191,234 | New |
| Wedbush Securities Inc | 175,661 | $2.69M | 0.12% | +37,779+27.4% | Added |
| Barclays PLC | 155,103 | $2.38M | 0.00% | +72,531+87.8% | Added |
| WealthTrust Axiom LLC | 134,814 | $2.07M | 0.69% | +1,500+1.1% | Added |
| Koshinski Asset Management, Inc. | 133,790 | $2.05M | 0.31% | +57,229+74.7% | Added |
| Stifel Financial Corp | 123,239 | $1.89M | 0.00% | +768+0.6% | Added |
| Swiss National Bank | 122,200 | $1.87M | 0.00% | −4,700−3.7% | Reduced |
| UBS Group AG | 121,018 | $1.85M | 0.00% | +32,435+36.6% | Added |
| Panagora Asset Management Inc | 118,724 | $1.82M | 0.01% | +118,724 | New |
| Two Sigma Advisers, LP | 116,700 | $1.79M | 0.00% | −22,300−16.0% | Reduced |
| Gsa Capital Partners LLP | 113,608 | $1.74M | 0.15% | +15,166+15.4% | Added |
| Silver Lake Advisory, LLC | 111,900 | $1.71M | 0.96% | +114+0.1% | Added |
| North Star Investment Management Corp. | 110,186 | $1.69M | 0.13% | +6,060+5.8% | Added |
| Cubist Systematic Strategies, LLC | 108,096 | $1.66M | 0.02% | +60,221+125.8% | Added |
| McIlrath & Eck, LLC | 105,186 | $1.61M | 0.28% | −169−0.2% | Reduced |
| Citadel Advisors LLC | 102,657 | $1.57M | 0.00% | +58,320+131.5% | Added |
| Rhumbline Advisers | 97,674 | $1.50M | 0.00% | +2,517+2.6% | Added |
| GW Henssler & Associates Ltd | 96,368 | $1.48M | 0.10% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 94,317 | $1.47M | 0.01% | +4,068+4.5% | Added |
| Caldwell Sutter Capital, Inc. | 93,021 | $1.43M | 0.72% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 89,880 | $1.38M | 0.02% | +89,880 | New |
| Public Employees Retirement System of Ohio | 89,629 | $1.37M | 0.01% | +4,562+5.4% | Added |
| UBS Asset Management Americas Inc | 87,935 | $1.35M | 0.00% | +9,094+11.5% | Added |
| Shufro Rose & Co LLC | 92,800 | $1.30M | 0.12% | +400+0.4% | Added |
| Great West Life Assurance Co | 73,822 | $1.13M | 0.00% | +6,473+9.6% | Added |
| Gamco Investors, Inc. Et Al | 73,300 | $1.12M | 0.01% | −1,000−1.3% | Reduced |
| Peapack Gladstone Financial Corp | 72,951 | $1.12M | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 71,100 | $1.09M | 0.00% | +7,800+12.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 67,894 | $1.04M | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 65,025 | $996.2K | 0.00% | +1,697+2.7% | Added |
| Susquehanna Portfolio Strategies, LLC | 64,211 | $983.7K | 0.02% | +64,211 | New |
| Commonwealth Equity Services, LLC | 62,694 | $960.0K | 0.00% | +17,995+40.3% | Added |
| Pensionfund DSM Netherlands | 54,900 | $841.0K | 0.51% | 00.0% | Unchanged |
| Legal & General Group Plc | 53,999 | $827.3K | 0.00% | +173+0.3% | Added |
| Susquehanna International Group, LLP | 49,959 | $765.4K | 0.00% | +49,959 | New |
| Bard Associates Inc | 49,835 | $763.5K | 0.29% | +1,060+2.2% | Added |
| Qube Research & Technologies Ltd | 49,364 | $756.3K | 0.00% | +49,364 | New |
| Two Sigma Investments, LP | 46,002 | $704.8K | 0.00% | −32,829−41.6% | Reduced |
| Alliancebernstein L.P. | 45,339 | $694.6K | 0.00% | +75+0.2% | Added |
| Credit Suisse AG | 45,152 | $691.7K | 0.00% | −3,570−7.3% | Reduced |
| Advisor Group Holdings, Inc. | 42,604 | $652.7K | 0.00% | −18,117−29.8% | Reduced |
| Clear Creek Financial Management, LLC | 39,623 | $607.0K | 0.10% | +15,245+62.5% | Added |
| Millennium Management LLC | 37,875 | $580.2K | 0.00% | −84,769−69.1% | Reduced |
| Hunter Perkins Capital Management, LLC | 37,350 | $572.0K | 0.12% | −92,960−71.3% | Reduced |
| Penserra Capital Management LLC | 36,977 | $566.0K | 0.01% | +4,049+12.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 37,160 | $550.7K | 0.00% | +3,588+10.7% | Added |
| Boston Partners | 35,777 | $548.1K | 0.00% | −15,300−30.0% | Reduced |
| LPL Financial LLC | 34,781 | $532.8K | 0.00% | +324+0.9% | Added |
| Manufacturers Life Insurance Company, The | 34,498 | $528.5K | 0.00% | +1,385+4.2% | Added |
| BNP Paribas Arbitrage, SA | 33,426 | $512.1K | 0.00% | −6,931−17.2% | Reduced |
| Squarepoint Ops LLC | 33,376 | $511.3K | 0.00% | −8,170−19.7% | Reduced |
| Janus Henderson Group PLC | 32,114 | $491.8K | 0.00% | −38−0.1% | Reduced |
| MetLife Investment Management | 31,404 | $481.1K | 0.00% | +2,253+7.7% | Added |
| AQR Capital Management LLC | 30,622 | $469.1K | 0.00% | +3,129+11.4% | Added |
| Price T Rowe Associates Inc | 30,419 | $467.0K | 0.00% | +2,149+7.6% | Added |